Parnassus Investments 13F, Q1 2025
Parnassus Investments · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 948669
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
The 25 largest of 135 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| MICROSOFT CORP | MSFT | $2.42B | 5.8% | +8% shares |
| AMAZON COM INC | AMZN | $1.95B | 4.7% | -8% shares |
| NVIDIA CORPORATION | NVDA | $1.56B | 3.8% | -11% shares |
| DEERE & CO | DE | $1.51B | 3.6% | -7% shares |
| ALPHABET INC | GOOGL | $1.49B | 3.6% | -8% shares |
| WASTE MGMT INC DEL | WM | $1.37B | 3.3% | -6% shares |
| MASTERCARD INCORPORATED | MA | $1.22B | 2.9% | -16% shares |
| INTERCONTINENTAL EXCHANGE IN | ICE | $1.19B | 2.9% | -5% shares |
| REALTY INCOME CORP | O | $1.10B | 2.6% | -16% shares |
| S&P GLOBAL INC | SPGI | $1.07B | 2.6% | -6% shares |
| AUTOZONE INC | AZO | $993.74M | 2.4% | -6% shares |
| LINDE PLC | $954.35M | 2.3% | -5% shares | |
| FISERV INC | FISV | $951.87M | 2.3% | -11% shares |
| THE CIGNA GROUP | CI | $949.36M | 2.3% | +3% shares |
| BROWN & BROWN INC | BRO | $899.14M | 2.2% | new |
| VERTEX PHARMACEUTICALS INC | VRTX | $859.45M | 2.1% | -2% shares |
| BANK AMERICA CORP | BAC | $846.28M | 2.0% | -4% shares |
| APPLE INC | AAPL | $829.00M | 2.0% | -5% shares |
| BALL CORP | BALL | $810.39M | 1.9% | -17% shares |
| BROADCOM INC | AVGO | $797.89M | 1.9% | -10% shares |
| DANAHER CORPORATION | DHR | $784.74M | 1.9% | +23% shares |
| ELI LILLY & CO | LLY | $729.10M | 1.8% | -6% shares |
| INTUIT | INTU | $717.74M | 1.7% | +5% shares |
| THERMO FISHER SCIENTIFIC INC | TMO | $706.81M | 1.7% | unchanged |
| WORKDAY INC | WDAY | $699.76M | 1.7% | +22% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Parnassus Investments opened 17 new positions, added to 23, trimmed 76, left 19 unchanged and exited 8. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-001923, filed by PARNASSUS INVESTMENTS, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.